ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 125,651 Value ($000) $14,289 Avg Close — Range —
Q3 2025
Shares 130,836 Value ($000) $14,469 Avg Close — Range —
Q2 2025
Shares 139,916 Value ($000) $13,920 Avg Close — Range —
Q1 2025
Shares 154,554 Value ($000) $15,066 Avg Close — Range —
Q4 2024
Shares 160,220 Value ($000) $17,402 Avg Close — Range —
Q3 2024
Shares 164,467 Value ($000) $17,707 Avg Close — Range —
Q2 2024
Shares 181,267 Value ($000) $17,632 Avg Close — Range —
Q1 2024
Shares 202,938 Value ($000) $20,854 Avg Close — Range —
Q4 2023
Shares 222,160 Value ($000) $22,898 Avg Close — Range —
Q3 2023
Shares 244,001 Value ($000) $21,770 Avg Close — Range —
Q2 2023
Shares 260,625 Value ($000) $24,783 Avg Close — Range —
Q1 2023
Shares 278,826 Value ($000) $26,095 Avg Close — Range —
Q4 2022
Shares 293,295 Value ($000) $26,781 Avg Close — Range —
Q3 2022
Shares 14,023 Value ($000) $1,156 Avg Close — Range —
Q4 2021
Shares 6,229 Value ($000) $626 Avg Close — Range —
Q4 2017
Shares 155 Value ($000) $24 Avg Close — Range —